Chinese semiconductor thread II

tphuang

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Most photoresist companies have ArF and ArFi products in the process of verification. As I said before these companies already have the mass production facilities, once is verified, the output of photoresist in China could scale up very quickly and more after the news of a possible ban.
View attachment 126445
I didn’t post that one because I don’t think it’s actually accurate right now. But as with all else in semi industry, we will find out.

I do agree with the assessment that SMIC and others need to be more proactive about sourcing domestic photoresist.

it’s all a matter of short vs long term incentives. Are you willing to sacrifice some immediate margin in return for more de risking
 

zbb

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No they’re not. So long as alternative suppliers are there they have quick turnaround if they need to do a swap. In the meantime there’s no point bringing in production risk by preemptively switching to a provider who’s less proven (it’s not just whether you can get the material but how your client deals with complications like a defective batch). The government is financing optionality for both supplier and customer here so why not take advantage of that? The alternative will still be there when you need it.
IIUC, in the semiconductor foundry business, it's usually the client that takes the risk for defects or low yield, i.e., the client is contracted to pay for a batch regardless what the yield is. Most clients are probably very risk averse (even more so than the fabs) and will not be happy if the fab switched to what they see as unproven suppliers.
 

tphuang

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China's semiconductor supply chain. you can see it's quite well developed in terms of components with resin, solvent and more
they provide PCB/LCD and Semi photoresists

Xuzhou Bokang has the full supply chain.

Shanghai Sinyang is the highest revenue

PhotoresistSupplyChain_2023.jpg
 

tphuang

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good look at China's domestic supply chain around putting together HBM DRAM

雅克科技:国内半导体前驱体的龙头公司,供货海力士、镁光等。公司涉及HBM High-K前驱体、Low-a球型硅微粉和EMC封装材料,是非常正宗的HBM概念股。

兴森科技:IC封装基板供货三星。HBM在封装的时候需要一个载体作为保护和支撑,这就是所谓的IC封装基板。深南电路也有做这一块。

联瑞新材:电子级硅微粉生产商,间接供货海力士。主要是封装材料。

华海诚科:可用于HBM封装的GMC颗粒状环氧塑封料已经通过客户验证,目前送样阶段。

通富微电:掌握TSV3D封测技术。

赛腾股份:HBM缺陷量测设备,供货三星。

香农芯创:海力士芯片国内代理商,具备海力士HBM芯片分销资格。

宏昌电子:环氧树脂,颗粒状环氧塑封料封装材料的上游。
Tongfu does the TSV 3D packaging
Jiangsu Yoke Technology supplies HBM High-K precursors, Low-a spherical silica powder and EMC packaging materials to SK and Micron.
Shenzhen fastprint circuit supplies IC packaging board for Samsung
You can translate the rest
 

latenlazy

Brigadier
IIUC, in the semiconductor foundry business, it's usually the client that takes the risk for defects or low yield, i.e., the client is contracted to pay for a batch regardless what the yield is. Most clients are probably very risk averse (even more so than the fabs) and will not be happy if the fab switched to what they see as unproven suppliers.
Sorry meant to say how the supplier* deals with complications.
 

sunnymaxi

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There is no way they would reveal the real self-sufficiency rate correct?
honestly even Globaltimes is clueless about self-sufficiency percentage.. they just randomly quote percentage from Chinese internet.. they are journalists not actual data trackers..

i even saw many top experts give outdated data.. only a mad person or hardcore tech enthusiast can track day to day update.. just like we are doing.
 

tokenanalyst

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Honghu Semiconductor-Hongqiao base project starts construction​

the construction of Honghu Semiconductor's Hongqiao base project started, and the company's management jointly witnessed this milestone moment. The Hongqiao base project will help the company continue to expand its research and development scale, accelerate the iteration of core technologies, and enable the national production of semiconductor wafer transmission equipment and core components.
We will continue to provide the semiconductor industry with stable and efficient automatic wafer transmission solutions and supporting equipment, as well as industry-leading refurbishment and maintenance services and core consumable supply chain services.

1710159685764.png


Honghu (Suzhou) Semiconductor Technology Co., Ltd.

Honghu Semiconductor was established in Suzhou in 2016. It is a national high-tech enterprise specializing in the research, development and manufacturing of semiconductor wafer transfer automation equipment, and committed to the localization of wafer transfer equipment and core components. It has obtained the national-level specialization and special new "small It has been recognized as a "Giant" enterprise and belongs to the "Unicorn" cultivation enterprise in Suzhou City, with more than 100 independent intellectual property rights.

The company's independently developed equipment front-end module (EFEM), wafer rewinding machine (Sorter), vacuum transfer platform (VTM), etc. have been widely used in the front, middle and back-end of semiconductor integrated circuit manufacturing. At the same time, it also provides industry-leading refurbishment and maintenance technical services for semiconductor wafer handling arms, and trading services for consumables and accessories.​

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